I am looking for a Conga Composer expert who will be able to solve a complex requirement working with custom email fields and custom objects.
Regards,
9 answers
I have a custom object ( Recommendation__c ) which has a lookup field to Opportunity.
On Accounts, I have 2 custon email fields CC1 and CC2.
When a user selects an Opportunity on a recommendations record, I want the Button with Conga parameters identify what Account is associated with the Opportunity that is linked to the recommendation records.
Example 1: If a user selects Opportunity 1 and Opportunity 1 is associated with Account 1, a &DocuSignR4Type=Carbon+Copy will be emailed to the email addresses in CC1 and CC2.
Example 2: If a user selects Opportunity 2 and Opportunity 2 is associated with Account 2, a &DocuSignR4Type=Carbon+Copy will be emailed to the email address CC1 not CC2 .
Example 3: If a user selects Opportunity 3 and Opportunity 3 is associated with Account 3, a &DocuSignR4Type=Carbon+Copy will be emailed to the email address CC2 not CC1 .
Note: all CC will be on &DocuSignR4RoutingOrder=4
Basically, for each Account we will have difference parameter actions for it.
Can this be done?
